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Advisers in Edina, MN

27 advisers in Edina — 27 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (24)Hourly fees (15)Flat / fixed fees (20)Retirement plan consulting (7)

All advisers

Abens Financial Services INC4926 Lincoln Drive · Edina, MN 55436 · (952) 933-9650 · Financial planningCRD 106604 · % of assets, Hourly charges, Fixed fees · $120.1 million AUMSEC registeredNo commissions reportedAccredited Investors Wealth Management5200 West 73rd Street · Edina, MN 55439 · (952) 841-2222 · Financial planningCRD 105439 · % of assets, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reportedAcumen Financial Advisors, LLC3601 West 76th Street, Suite 475 · Edina, MN 55435 · (952) 521-1625 · Financial planningCRD 152748 · % of assets, Hourly charges, Fixed fees · $465.2 million AUMSEC registeredNo commissions reportedAkm Advisory5200 Willson Road, Suite 150 · Edina, MN 55424 · (651) 329-9169 · Financial planningCRD 170187 · % of assets · $84.1 million AUMState registeredNo commissions reportedCahill Financial Advisors, INC.7261 Ohms Lane · Edina, MN 55439 · (952) 926-1659 · Financial planningCRD 109890 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedCardinal Wealth Advisors, L.L.C.7201 Ohms Lane, Suite 215 · Edina, MN 55439 · (952) 746-4700 · Financial planningCRD 134758 · % of assets, Fixed fees · $82.2 million AUMState registeredNo commissions reportedCfg Retirement4550 W 77th Street, Suite #380 · Edina, MN 55435 · (952) 657-7470 · Financial planningCRD 179516 · % of assets, Hourly charges · $241.0 million AUMSEC registeredNo commissions reportedContego Capital Group, INC.200 Southdale Center · Edina, MN 55435 · (952) 697-2579 · Financial planningCRD 128518 · % of assets, Fixed fees · $88.0 million AUMSEC registeredNo commissions reportedCornerstone Wealth Advisors, INC.3300 Edinborough Way, Suite 450 · Edina, MN 55435 · (952) 920-3900 · Financial planningCRD 124947 · % of assets, Fixed fees · $608.7 million AUMSEC registeredNo commissions reportedDsg Capital Advisors, LLC7760 France Avenue South, Suite 815 · Edina, MN 55435 · (612) 515-9900 · Financial planningCRD 332056 · % of assets, Hourly charges, Fixed fees · $780.3 million AUMSEC registeredNo commissions reported
First Light Asset Management, LLC3300 Edinborough Way, Suite 201 · Edina, MN 55435 · (952) 831-6500 · % of assets managedCRD 168899 · % of assets, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reportedFlourish Wealth Management INC.3300 Edinborough Way, Suite 420 · Edina, MN 55435 · (952) 392-4474 · Financial planningCRD 170591 · % of assets, Hourly charges, Fixed fees · $455.2 million AUMSEC registeredNo commissions reportedGraff Financial LLC4926 Lincoln Drive · Edina, MN 55436 · (612) 605-0664 · Financial planningCRD 154976 · % of assets, Hourly charges · $87.5 million AUMState registeredNo commissions reportedHofkin Capital Management, INC.200 Southdale Center · Edina, MN 55435 · (952) 835-1185 · % of assets managedCRD 110068 · % of assets, Performance-based fees · $88.0 million AUMState registeredNo commissions reportedHolleyjo Wealth Advisors5201 Eden Avenue, Suite 300 · Edina, MN 55436 · (612) 284-2278 · Financial planningCRD 307642 · % of assets, Hourly charges, Fixed fees · $6.7 million AUMState registeredNo commissions reportedHyland Lake Partners7401 Metro Blvd, Suite 555 · Edina, MN 55439 · (952) 658-6226 · Financial planningCRD 332244 · % of assets, Fixed fees · $93.4 million AUMState registeredNo commissions reportedJosh Arnold Investment Consultant, LLC6800 France Avenue South,, #325 · Edina, MN 55435 · (952) 925-5608 · Financial planningCRD 163088 · % of assets, Hourly charges · $142.1 million AUMSEC registeredNo commissions reportedKubo Financial Planning and Investments, LLC200 Southdale Center · Edina, MN 55435 · (612) 702-8233 · Financial planningCRD 291436 · % of assets, Fixed fees, Performance-based fees · $31.2 million AUMState registeredNo commissions reportedLaurel Wealth Planning3300 Edinborough Way, Suite 790 · Edina, MN 55435 · (952) 854-6250 · Financial planningCRD 122035 · % of assets, Hourly charges · $453.6 million AUMSEC registeredNo commissions reportedPunch & Associates Investment Management, INC.7701 France Avenue South, #300 · Edina, MN 55435 · (952) 224-4350 · Financial planningCRD 117962 · % of assets, Fixed fees, Performance-based fees · $2.0 billion AUMSEC registeredNo commissions reportedSilveroak Wealth Management LLC3600 Minnesota Drive, Suite 860 · Edina, MN 55435 · (952) 896-5700 · Financial planningCRD 110532 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedStar Capital INC.200 Southdale Center · Edina, MN 55435 · (651) 444-1116 · Flat / fixed feesCRD 171057 · % of assets, Fixed fees, Other · $143.6 million AUMSEC registeredNo commissions reportedThe Hatlestad Group5201 Eden Ave, Suite 300 · Edina, MN 55436 · (763) 259-3637 · Financial planningCRD 290435 · % of assets, Hourly charges, Fixed fees · $47.9 million AUMState registeredNo commissions reportedTorchlight Financial5201 Eden Avenue, Suite 300 · Edina, MN 55436 · (952) 847-7671 · Financial planningCRD 156559 · % of assets, Hourly charges, Fixed fees · $48.2 million AUMState registeredNo commissions reportedTradition Wealth Management LLC7601 France Avenue South, Suite 100 · Edina, MN 55435 · (952) 563-6500 · Financial planningCRD 128314 · % of assets, Hourly charges, Fixed fees · $2.6 billion AUMSEC registeredNo commissions reportedTrailhead Planners, LLC5151 Edina Industrial Blvd., Suite 200 · Edina, MN 55439 · (503) 773-9682 · Financial planningCRD 284610 · % of assets, Hourly charges, Fixed fees · $188.4 million AUMSEC registeredNo commissions reportedVera Lake Capital, LLC4951 W. 77th St. Ste. 51 · Edina, MN 55435 · (612) 524-9165 · Financial planningCRD 341142 · % of assets, Fixed fees · $180.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Edina? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.